10/31/2026
📂 WHAT DO WE NEED TO GET STARTED ON YOUR BOOKS? 🤠
One of the biggest questions we get from new clients is, “What do I need to provide to get my bookkeeping started?”
The answer? It depends on your business, but having the right documents makes all the difference!
From bank statements and credit card records to loan documents, receipts, and previous tax returns, each piece helps us build an accurate picture of your business’s finances.
📊 Why does it matter?
✔️ Ensures your accounts are properly reconciled
✔️ Helps identify missing expenses and transactions
✔️ Keeps loan balances and financial records accurate
✔️ Helps prepare your books for tax season
✔️ Gives you reliable numbers to make better business decisions
🔐 And don’t worry about emailing sensitive financial documents back and forth! Our secure client portal makes sharing documents with our team simple and organized.
👉 Swipe through to see what we may request and why!
Every business is different, and we’ll walk you through exactly what’s needed.
🤠 Ready to get your books in order?
📲 https://forms.gle/wNqMuy3sWx1y6cvZ7
War Pony Consulting
A place you can talk business with your boots on.